Cboe Vest is

the pioneer

Our Company

Dedicated to bringing more certainty to investors

Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Cboe Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Cboe Vest created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. These leading-edge investments were first introduced to the market in 2013 with Cboe Vest’s flagship Buffer Protect Strategy.

 

Today, Cboe Vest manages $8+ Billion of Target Outcome Investments*, seeking to buffer losses, provide consistent income, enhance returns, or manage volatility, with a level of predictability unattainable with most other investments available today. These investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), retirement-specific products such as collective investment trusts (CITs), and customizable managed accounts / sub-advisory services. 

 

*As of July 15, 2022.

A track record of true innovation

Explore how Cboe Vest is revolutionizing investing.

2012
2014
2016
2018
2020
2022

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

Karan Sood

CEO
Jeff Chang

Jeff Chang

President
Steve Neamtz

Steve Neamtz

Managing Director, Head of Strategic Business Development
Howard Rubin

Howard Rubin

Managing Director, Head of Portfolio Management
Trevor Lack

Trevor Lack

Managing Director, Portfolio Management
Christopher Mullen

Christopher Mullen

Senior Vice President, Portfolio Management
Joanne Hill

Joanne Hill

Chief Advisor of Research
Linda Werner

Linda Werner

CMO & Managing Director, Head of Marketing
Jack Delaney

Jack Delaney

Chief Compliance Officer, Senior Counsel
Tao Han

Tao Han

Senior Vice President of Product Development
Michael Capizzi

Michael Capizzi

Managing Director, Business Development
Christopher Mortimer

Christopher Mortimer

Senior Vice President, Business Development
Christopher Lee

Christopher Lee

Senior Vice President, Product Management
Kevin Sullivan

Kevin Sullivan

Senior Vice President, National Accounts
Gary Miller

Gary Miller

Senior Vice President, Retirement Sales